Limiting Factor Explain Volkswagen Power Day

The Limiting Factor explains Volkswagen’s Power Day. Volkswagen was vague about how they would achieve electric car battery improvements compared to Tesla at Battery Day. Volkswagen is starting behind Tesla. Volkswagen has more expensive batteries now. Volkswagen talked about getting 50% cost reduction in batteries.

Volkswagen switching to LFP (lithium iron phosphate) which are already being used by Tesla in China would get half of the 50% cost reduction in batteries.

Volkswagen talked about fast charging and they said they would do this with more silicon.

Volkswagen will also go for dry cell batteries. Limiting Factor notes the key to this execution. Everyone knows this is what needs to be done.

SOURCES- Limiting Factor
Written by Brian Wang, (Brian owns shares of Tesla)

8 thoughts on “Limiting Factor Explain Volkswagen Power Day”

  1. There is a whole bunch of international and national standards for EMF radiation.

    No way you could sell a TV, let alone a car, without passing a bunch of tests that show you aren't radiating out EM noise. (I originally wrote "a toaster" but the fact is that you can probably sneak in some cheap garbage toasters from a second world factory that hasn't passed such tests. It isn't ALLOWED, but it isn't stopped either.)

    Also, modern cars themselves contain a bunch of delicate EMF receivers, especially ones that allow over-the-air software updates. Anything that's putting out too much noise would stop itself from working.

  2. for any industry to be mainstream there truly needs to be diversity of options, competition etc. I feel like Tesla has always been clear about that need to. They just want to be the dominant player in that market segment. Seems to finally be going to plan as the majors are getting serious about this as well as the entrance to the market of at least appearing to be legitimate car companies

  3. It wasn't very vague to me. VW, Toyota and numerous other companies are betting on solid state batteries or tweaking the materials used to make the anode more efficient. Who will win. I say stay tuned and find out. The biggest concern I have is can anyone including Testla improve their batteries in the next couple of years to extend the range into an area to make me want to buy. The current problem I seen now is with a lot of people talking $4 + per gallon gas either by shortages or tax changes in the next year might make me pull the trigger before I see the improvements.

  4. Whenever the EV people talk about fast charging I wonder how they expect the electric grid to deal with the resulting spikes in demand? Do they intend to have large batteries sitting beside the charging stations to provide the power?

    I keep thinking it would be better to design electric cars for easy swap out of discharged batteries for recharged batteries.

  5. I would think electric cars would actually be more EMF resistant than (modern) conventional cars; The high power electronics would be generating a lot of transients you'd need to protect your control electronics from, wouldn't they? In a conventional car the EM environment is much more benign, nothing higher than 10-20 volts outside the ignition system.

    But how long is your car going to remain running with the whole power grid and refinery/delivery system down, anyway?

  6. I hope these battery powered car manufacturers are lining and coating the car with anti EMF fabrics and sheets.

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